Senior Retirement Plan Client Strategist
Job in
West Jordan, Salt Lake County, Utah, 84088, USA
Listed on 2026-06-20
Listing for:
OneDigital Investment Advisors LLC
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
One Digital Investment Advisors LLC is seeking a skilled professional to manage client relationships within assigned retirement plans. The ideal candidate will leverage their expertise to exceed client expectations, ensuring satisfaction and identifying opportunities for growth.
The role includes designing retirement plans, ensuring compliance with ERISA regulations, and staying abreast of industry trends. A Bachelor's degree and a valid securities license are required, along with 8+ years of related experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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